Quick Start

This document provides examples of how to configure your DAC system to generate CIM data.  Knowledge of DAC, a basic concept of CIM, a working knowledge of your I-Series system, and access to the DAC system are assumed.

 

Licensing CIM

Setting up the i-Series for CIM

Automatically configuring a customer in your CIM system (Recommended)

Copying an existing customer configuration

Manually configuring a customer in your CIM system

Manually configuring a vendor in your CIM system for OPM Purchase Orders

Manually configuring a vendor in your CIM system for CETE-based Purchase Orders

Manually sending a customer an electronic invoice

Sending a customer an electronic pricebook


Licensing CIM:

In terms of licensing, CIM is divided into two parts:  EDI Retailer, and EDI Supplier.  To interface to your retail customers, your system must be licensed to EDI Retailer.  To interface to your vendors, your system must be licensed to EDI Supplier.  To check the status of your license, do the following:

From the main DAC menu, take option 1, then 4, then 11.

Look for licensed products "EDI Retailer", or "EDI Supplier" and ensure that the status of the license is "Active".

If you are not licensed to either module, please contact your CDR sales representative.


Setting up the i-Series for CIM:

In order for CIM to function properly, some i-Series configuration is required.  Follow the steps below to create the recommended CIM environment.

1.) Create a separate JOBQ - CIM uses a series of concurrent jobs to perform its work.  Creating a separate JOBQ for these jobs will ensure that they do not interfere with other DAC processes.

CRTJOBQ JOBQ(QGPL/CIMJOBQ) TEXT('CIM Job Queue')

2.) Attach the new job queue to the QBATCH subsystem.

ADDJOBQE SBSD(QBATCH) JOBQ(CIMJOBQ) MAXACT(*NOMAX) SEQNBR(51)

* It may be necessary to use a different value for SEQNBR.

3.) From the CV1 Interface menu, take option 1 (Interface Control Panel)

4.) Press F8 to edit CIM Options. Enter the following values:

System Mailbox Folder = 'MAILBOX'
Interface JOBQ = 'CIMJOBQ'    
Network User ID = 'CDR1'
Dispatch Request Threshold = 10000
Cust/Item Dispatch Scope = '2'

5.) Press Enter & Confirm.  Then, press F10 to toggle the Interface Status to 'ACTIVE'.

6.) Pressing F10 in the prior step submits a series of jobs to CIMJOBQ. You should ensure that these jobs are actually running now on your i-Series.  At any command prompt, type 'WRKACTJOB' and press enter.

7.) Look for a series of jobs that begin with 'EDI'.  You should have at least the following jobs:

EDIDMF 
EDIDSPCH 
EDIOPM 
EDIRTEOUT
EDITRX

8.) If you see these jobs running, the CIM system is active.  Otherwise, you may have a configuration problem and should call support. Assuming you do see these jobs running, your system is now prepared to generate different types of CIM data.

 


Manually configuring a customer in your CIM system:

This sample configuration establishes CIM use for a single customer.

1.) From the Main DAC-CV1 menu, take option 9 (Interfaces).

2.) All recipients of CIM data must be configured through a CIM profile.  Take option 12 to manage your CIM Profiles.

3.) Press F10 to Add a new profile.  Use the customer# as the profile code.  We will use profile code '123456' for this demonstration.  Press enter and confirm.

4.) Type in the customer name for the profile description, 'A' for the Primary Delivery Method, *Blank for the ASCII File Option, and '1' for the Process Model. Enter 'mailbox/out/test' for the ASCII Folder option (or you may use another folder name if you wish).  Press enter and confirm.  You now have a CIM Profile for the customer.

5.) Issue the following three commands from any command line:  (Ignore any message that the name already exists). 

CRTFLR FLR(MAILBOX)
CRTFLR FLR(OUT) INFLR(MAILBOX)
CRTFLR FLR(TEST) INFLR('MAILBOX/OUT')

*Note:  These folder names may be any name you choose.  On the last command, you may replace the name "TEST" with whatever folder name you used in step 4.


6.)
Next, you must assign a live target to the CIM profile just created.  There are several type of targets but for this example we'll use a customer. Take option 14 to work with CIM Customer Targets.

7.) Press F10 to enroll a customer.  You may select any customer that exists in your customer database.  Preferably, choose one that you know has an active or historical order.  For this demonstration, we'll use customer number 123456.

8.) At the 'Edit CIM Customer Target Options' screen, enter '123456' for the CIM Profile Code (or, use the profile code you chose in step 3).  Indicate that the customer is on-line.  Leave all other fields at the default setting.  Press enter and confirm.

CIM will create the customer target with the default topics.  It may be necessary to add or remove topics.  To do this, enter a 'T' beside the newly created customer target.

Your CIM system should now be configured to produce data for the customer.  Monitor the MAILBOX/OUT/TEST folder in the QDLS file system for files being created.


Manually configuring a vendor in your CIM system for OPM Purchase Orders:

This sample configuration is for a single vendor for use with the Tie Commerce "EDI Edge" product.

1.) From the Main DAC-CV1 menu, take option 9 (Interfaces).

2.) All recipients of CIM data must be configured through a CIM profile.  Take option 12 to manage your CIM Profiles.

3.) Press F10 to add a new profile.  Use the vendor# as the profile code.  If your vendor# contains alpha-numeric characters, you must choose an alternate value since the CIM profile code is numeric only.  We will use profile code '123456' for this demonstration.  Press enter and confirm.

4.) Type in the vendor name for the profile description, 'A' for the Primary Delivery Method, '2' for the ASCII File Option, and *Blank for the Process Model.  Enter 'mailbox/out/special' for the ASCII Folder option.  Press F8.  With the screen in Add mode, enter 'PURCHORD' for the Keyword and '1' for the Version.  Enter 'Y' for Third-party Mapper.   Press enter and confirm.  Press F3.  Press enter and confirm.  You now have a CIM Profile for the vendor.  Press F3 to return to the Integration Module menu.

5.) Next, you must assign a live target to the CIM profile just created.  There are several type of targets but for this example we'll use a vendor. Take option 16 to work with CIM Vendor Targets.

6.) Press F10 to enroll a vendor.  You may select any vendor that exists in your vendor database.   For this demonstration, we'll use vendor number 123456.

7.) At the 'Edit CIM Vendor Target Options' screen, enter '123456' for the CIM Profile Code (or, use the profile code you chose in step 3).  Indicate that the vendor is on-line.  You must enter a value for the 'Vendor's Account ID' (This is the number that the vendor uses to refer to you.  DUNS # is acceptable).  Leave all other fields at the default setting.  Press enter and confirm.

Your CIM system should now be configured to produce data for the vendor.  Monitor the MAILBOX/OUT/SPECIAL folder in the QDLS file system for files being created.


Manually configuring a Vendor in your CIM system for CETE-based Purchase Orders:

This sample configuration establishes CIM use for a single vendor.

1.) From the Main DAC-CV1 menu, take option 9 (Interfaces).

2.) All recipients of CIM data must be configured through a CIM profile.  Take option 12 to manage your CIM Profiles.

3.) Press F10 to Add a new profile.  Use the Vendor# as the profile code if possible.  If the Vendor code contains alpha-numeric characters, you must choose a suitable number since the profile code is numeric only.  We will use profile code '123456' for this demonstration.  Press enter and confirm.

4.) Type in the Vendor name for the profile description, 'A' for the Primary Delivery Method, *Blank for the ASCII File Option, and '1' for the Process Model. Enter 'mailbox/out/123456' for the ASCII Folder option (or you may use another folder name if you wish.  We recommend you use the Vendor number as the folder name.).  Press enter and confirm.  You now have a CIM Profile for the Vendor.

5.) Issue the following three commands from any command line:  (Ignore any message that the name already exists). 

CRTFLR FLR(MAILBOX)
CRTFLR FLR(OUT) INFLR(MAILBOX)
CRTFLR FLR(123456) INFLR('MAILBOX/OUT')

*Note:  These folder names may be any name you choose.  On the last command, you may replace the name "123456" with whatever folder name you used in step 4.


6.)
Next, you must assign a live target to the CIM profile just created.  There are several types of targets but for this example we'll use a Vendor. Take option 16 to work with CIM Vendor Targets.

7.) Press F10 to enroll a Vendor.  You may select any Vendor that exists in your Vendor database.  Preferably, choose one that you know has active or historical purchase orders.  For this demonstration, we'll use Vendor number 123456.

8.) At the 'Edit CIM Vendor Target Options' screen, enter '123456' for the CIM Profile Code (or, use the profile code you chose in step 3).  Indicate that the Vendor is on-line.  Leave all other fields at the default setting.  Press enter and confirm.

CIM will create the Vendor target with the default topics.  It may be necessary to add or remove topics.  To do this, enter a 'T' beside the newly created Vendor target.

Your CIM system should now be configured to produce data for the Vendor.  Monitor the MAILBOX/OUT/123456 folder in the QDLS file system for files being created.


Automatically configuring your CIM system:

A tool is available to assist in configuring CIM to produce data for your customers.  The tool automates the steps in "Manually configuring your CIM system:".  The configuration that is created may be altered after using the tool if necessary.

1.) From the Main DAC-CV1 menu, take option 9, then option 9 again, then option 3.

2.) Press F5 to start a configuration.

3.) You will be asked if you want to configure CIM to send data for an entire chain, or only a single customer.  If you choose an entire chain, CIM will be configured to generate data pertaining to all customers in the chain placing it in a single folder.  (For example, all invoices for any customer in the chain.)  If you choose a single customer, only data pertaining to the one customer will be generated.  Choose 1 or 2.

4.) Based on your choice, you must then select either a corporate or customer.

5.) Follow the remaining prompts.


Copying an existing customer configuration:

To setup a new customer based on an existing customer configuration, you may copy from the existing customer configuration to the new customer.  The new customer will have topics, specification control, and a delivery method created identical to the existing customer.

1.) From the Main DAC-CV1 menu, take option 9, then option 14.

2.) Locate the existing customer you want to copy and enter option 3 beside their record.

3.) You will be prompted to select a customer.  Locate the new customer and enter an "X" beside their record to select the customer.

4.) When asked if you would like to create a separate CIM profile, choose "Y".


Manually sending a customer an electronic invoice:

Electronic Invoice data is automatically generated in DAC as the result of a Sales Order being posted.  Therefore, once an account is configured in CIM to receive invoice data, no further action is required.  The following instructions can be used to manually resend an invoice after posting has occurred.


1.)
You must ensure that the customer is setup to receive the "X4" topic.  The "X4" topic is a transaction set that is used to deliver an electronic invoice. (Learn more about the X4 Transaction Set) From the CV1 Interfaces Menu, take option 13. (If the account was setup as an individual customer, use option 14.)  Place a "T" next to the target account.  If the X4 topic does not already appear in the list, enter "X4" in the "Add Topic" field and press enter. 

2.) You must find an order for the sample customer.  It can be historical or current, but it should be at a "Posted" status.  If there is no order for the customer, create a sample one and post it.  From the Billing Menu, locate a posted order for the customer in Current or History orders. Enter option 'E' next to the order.  The DAC system will prepare the order to be sent.

3.) Next, we will locate the ASCII file that CIM placed in the QDLS file system on your i-Series. This file contains the CIM data that will go to the customer.  IMPORTANT!:  CIM may wait up to 2 hours before it actually constructs the file in QDLS.  This is normal.  In order to not wait this long, take option 20 from the DAC Interface menu (CIM Utilities), and then take option 18 (Flush outbound router).

4.) From any command line, type WRKFLR.

5.) Find the folder called 'MAILBOX' and key a '3' option next to it.  Press enter. 

6.) Find the folder called 'OUT' and key a '3' option next to it.  Press enter.

7.) Locate the folder designated to the account and key a '5' option next to it.  Press enter.  You should see one or more files.  If so, then this walkthrough is successful and complete.  If not, you may have a configuration problem and need to call DAC support.


Sending a customer an electronic pricebook:

The term "Electronic Pricebook" refers to any information that a customer may find useful about the products that you sell them.  In DAC this may involve three primary units of information as well as several ancillary units of data.  Primarily you will send this data to a customer:

This demonstration covers the afore mentioned data "topics".

1.) You must ensure that the customer is setup to receive the pricebook related topics.  The "IT", "IB", and "CI" topics are used to deliver an electronic pricebook. From the CV1 Interfaces Menu, take option 14 "Customer Targets".  Place a "T" next to the customer.  If these topics do not appear in the list, enter each of them in the "Add Topic" field pressing enter after each one.

2.) From the CV1 Interface Menu, take option 20, "CIM Utilities".  Take option 1, "Item Dispatch".

3.) Enter the customer number in the Target Customer field.  Press enter.

4.) Enter "Y" in the General Item, Warehouse-Specific Item, and Customer-Specific Item fields.  

5.) There is an option called "Limit to items that are associated with the target?".  Enter a "Y" to have only products that the customer buys generate data.  Enter "N" to send ALL items in your database- regardless of whether they have ever purchased them.  Press enter.

6.) In the field called "Dispatch using normal CIM Channel?", enter a "N". Press enter.  In the "Folder" field enter "mailbox/out/test".  In the "Folder Document" field, enter "pricebk.dat".  Press enter.

*Note: Allow any field not mentioned to retain its default value.

7.) Press F6 to process.  The job submits to batch in a job called "ITEMDUMP". When it is finished, you should be able to see your data in the QDLS file system.

8.) From any command line, type WRKFLR.

9.) Find the folder called 'MAILBOX' and key a '3' option next to it.  Press enter. 

10.) Find the folder called 'OUT' and key a '3' option next to it.  Press enter.

11.) Find the folder called 'TEST' and key a '5' option next to it.  Press enter.  You should see a file called PRICEBK.DAT If you see this file, then this walkthrough is successful and complete.  If not, you may have a configuration problem and need to call CDR support.